AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
-$2.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$15.9M
3
+$12.1M
4
PSQ icon
ProShares Short QQQ
PSQ
+$9.29M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$9.19M

Top Sells

1
+$116M
2
+$66.7M
3
+$66.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$59.8M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$55.7M

Sector Composition

1 Technology 10.6%
2 Financials 8.68%
3 Healthcare 8.37%
4 Communication Services 6.73%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$122K 0.01%
10,953
-8,458
552
$121K 0.01%
+11,313
553
$117K 0.01%
+10,658
554
$114K 0.01%
11,623
-1,216
555
$110K 0.01%
48,903
+619
556
$109K 0.01%
12,001
-4,311
557
$103K 0.01%
+14,298
558
$101K 0.01%
20,523
-30,600
559
$101K 0.01%
+342
560
$100K 0.01%
32,745
-8,597
561
$98K 0.01%
20,262
+5,565
562
$97K 0.01%
+10,558
563
$94K 0.01%
+20,415
564
$89K 0.01%
23,848
+2,519
565
$89K 0.01%
+17,703
566
$86K 0.01%
+14,391
567
$85K 0.01%
12,478
-1,614
568
$85K 0.01%
+16,875
569
$83K 0.01%
23,644
+10,311
570
$83K 0.01%
34,017
+23,539
571
$81K 0.01%
+1,546
572
$79K 0.01%
10,994
+368
573
$76K 0.01%
+10,273
574
$75K 0.01%
+10,437
575
$62K ﹤0.01%
+22,696
21 22
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